Institutional Ownership Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX). We have compiled data on the 606 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $6.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
24,227
shares
|
$652,190
0.06% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
24,158
shares
|
$650,333
0.15% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
24,082
shares
|
$648,287
0.17% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
23,684
shares
|
$637,573
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
23,377
shares
|
$629,308
0.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
23,132
shares
|
$622,713
0.1% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
22,873
shares
|
$615,741
0.1% of portfolio
|
Q1 2025
Reduced 60.09%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
22,687
shares
|
$610,734
0.61% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
22,619
shares
|
$608,903
0.27% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
22,531
shares
|
$606,534
0.01% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
22,303
shares
|
$600,396
0.81% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
22,293
shares
|
$600,127
0.04% of portfolio
|
Q1 2025
Added 48.03%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
22,194
shares
|
$597,462
0.04% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
22,114
shares
|
$595,308
0.5% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
21,982
shares
|
$591,755
0.41% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$589,467
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,802
shares
|
$586,909
0.16% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,706
shares
|
$584,325
0.17% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$568,065
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
20,985
shares
|
$564,916
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
20,682
shares
|
$556,759
0.09% of portfolio
|
Q1 2025
Reduced 41.83%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
20,158
shares
|
$542,653
0.0% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
19,447
shares
|
$523,513
0.56% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
19,418
shares
|
$522,732
0.42% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
19,410
shares
|
$522,517
0.15% of portfolio
|
Q1 2025
Reduced 0.08%
|